360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6278 Cr | ₹88 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 23 Nov 2005 | 28 Dec 2022 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 50 TRI |
| Turn Over | 14.27% | % |
| Expense Ratio | 1.77 | 0.52 |
| Manager | Harsha Upadhyaya | Parijat Garg |
| ISIN Code | INF174K01369 | INF579M01AL6 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.02% | 1.77% |
| 6 Month | 6.09% | 5.34% |
| 1 Year | -0.98% | 4.92% |
| 3 Year | 14.96% | - |
| 5 Year | 19.39% | - |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.22% | 3.88% |
| 1 Year | 10.67% | 14.57% |
| 3 Year | 13.21% | - |
| 5 Year | 14.82% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| 1 Year | 12.21% | 20.3% |
| 3 Year | 13.41% | - |
| 5 Year | 13.38% | - |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.65% | - |
| Sharp | 0.69% | - |
| Beta | 0.91% | - |
| Alpha | 0.07% | - |
Fund Managers
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Parijat Garg |
| Total AUM | ₹139411 Cr | ₹151 Cr |
| Funds Managed | 11 | 2 |
| Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
Market Cap
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| Others | 6.25 | 4.99 |
| Large Cap | 69.53 | 94.35 |
| Mid Cap | 16.46 | 0.66 |
| Small Cap | 7.76 | - |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| Others | 2.96 | 1.86 |
| Communication Services | 4.29 | 4.55 |
| Energy | 6.77 | 10.41 |
| Financial Services | 30.3 | 36.28 |
| Technology | 10.04 | 9.94 |
| Consumer Cyclical | 11.2 | 11.7 |
| Healthcare | 4.61 | 3.61 |
| Consumer Defensive | 5.01 | 6.7 |
| Industrials | 10.97 | 6.03 |
| Basic Materials | 9.77 | 6.36 |
| Utilities | 4.1 | 2.56 |
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